Positive (0)
No positive opinions in this period.
NET
- Last close
- $341.89
- +54.7% since 2025-10-09
- Opinions
- 8
- Sentiment
- Buy 8Sell 0
Price & Opinions
- Positive
- Negative
- Mixed
USD · Avatars mark creator views: green ring positive, red negative, amber both
Opinions on non-trading days appear on the next trading session.
Opinion overview
2026-10-03 – 2026-10-09
Negative (0)
No negative opinions in this period.
Agent時代需要新的Agent身份、API管理和安全體系，NET是我認為更直接受益的公司，因為它更接近Agent時代的互聯網入口。
With Cloudflare's exceptional growth and improving profits, well, it's hard to argue that this company doesn't have a lot of long-term potential, even at the priciest multiple on the list.
I do like the shares there, not as a cybersecurity company but for Cloudflare routing company AI agents to cheaper models, which I think shines over the next 6 months to a year.
